According to Bloomberg and Benzinga, on Wednesday, July 2, Meta Platforms announced plans to launch Meta Compute and sell idle AI computing resources to external developers. The news triggered stock declines for Nebius Group (NBIS-US) and CoreWeave (CRWV-US). LaDuc Trading founder Samantha LaDuc

According to Bloomberg, Meta Platforms announced on Wednesday plans to launch Meta Compute, a service to sell idle AI cloud computing resources to external developers. The news prompted losses in AI infrastructure stocks, with Nebius Group (NBIS-US) and CoreWeave (CRWV-US) shares declining.

According to analyst degentrading citing Serenity, on July 2, Meta began selling surplus AI computing power while purchasing capacity from neocloud companies. Degentrading noted that Meta's capital spending requires demonstrating cash returns to investors. Serenity pointed out that the market may ha

According to BlockBeats, on July 1, U.S. compute rental concept stocks dropped sharply at market open, with Nebius (NBIS) falling 14.13% and CoreWeave (CRWV) declining 9.88%, according to trading data from BIT (bit.com).

Nebius (NBIS) has launched Nebius AI Cloud 3.6, featuring improved developer experience, security and governance capabilities. The updated platform includes AI agent Echo as part of its product offering.

According to Nasdaq's June 11 announcement, Nebius Group (NBIS) and CoreWeave (CRWV) stocks began trading on the Nasdaq-100 benchmark index on Monday, June 23. NBIS has surged 240% in 2026 and currently trades at a record high, while CRWV trades approximately 14% below its all-time high reached on M

According to BlockBeats, on June 15, investor Serenity outlined that three themes he previously proposed—Neoclouds, photonics technology, and memory—are materializing and reflecting in individual stock performance. Serenity noted the market is repricing AI infrastructure chains, moving away from

According to Serenity on X platform, U.S. stock market liquidity cycles fundamentally involve retail investors transferring holdings to institutions. Using SIVE, NBIS, and RKLB as examples, Serenity noted these stocks initially had low institutional ownership but eventually reached all-time highs as

According to BlockBeats, on June 12, investor Serenity recapped his 2025 high-conviction equity picks, which delivered strong returns. Astera Labs (ALAB) surged from $97 to $372 per share, Lumentum (LITE) climbed from $330 to $904, and Applied Optoelectronics (AAOI) rose from $30 to $175. He also hi

CoreWeave (CRWV) and Nebius Group (NBIS) stocks jumped 7% and 8%, respectively, in overnight trading after Nasdaq announced the two companies would be added to the Nasdaq-100 index, effective June 22.
Both companies provide cloud computing infrastructure for AI applications and have emerged as